Financial Planners: Tackling Death & Taxes

Apr 20, 2015

You can’t avoid death and taxes, but you can -- and should -- plan for them. The financial planners return on Monday's Up to Date to discuss how you can do that successfully.


  • Sandi Weaver, CPA and certified financial planner
  • David Jackson, certified financial planner practitioner and financial advisor for Waddell & Reed Financial Advisors
  • Barbara McMahon, CFP, CMFC and president of Innovest Financial Partners in Brookside